Internal Sales Associate - Internal Posting

Are you ready to play a critical role in supporting our high-performing sales team and keeping our sales operations running at full speed? This role puts you at the center of the action managing key data, supporting top sales leaders, and helping drive real revenue growth. If that sounds like your kind of challenge, we want to hear from you!

Trinity Pension Consultants, Inc., is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering highly effective administration and compliance solutions for their employer sponsored retirement plans.

• Support, complement, lead and influence Trinity's entire corporate philosophy
• Provide support to Regional Vice President Retirement Sales in Level 3, 4, and 5 territories
• Daily check-in with each assigned
• Weekly check-in with Head of Sales
• Provide daily updates to Salesforce on behalf of RVPs
• Research, validate, and enter information for Advisor Contacts, New Opportunities, and New Client Paperwork
• Maintain and update Contracts, Opportunity Status, Meetings, etc.
• Publish reports to monitor key metrics and data points
• Curate Advisor contact data to publish territory specific marketing message once a month
• Provide marketing support to RVPs
• Maintain and update Salesforce, PensionPro, and other systems with work / project status
• Assist in special projects as assigned
• Follow policies and procedures

• Residence in Northeast Ohio
• Bachelor's degree or an equivalent combination of education and experience
• One-year office work experience preferred
• Strong communication skills (written and verbal)
• Understanding of administrative and clerical procedures and systems
• Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations
• Demonstrated attention to detail, multi-tasking and prioritizing skills
• Demonstrated, high-level client service skills
• Excellent general PC skills. Proficient with MS Office suite
• Highly motivated self-starter with good problem-solving skills and the ability to work independently

In return, Trinity Pension Consultants offers: Paid Time Off (PTO) 401(k) retirement plan Medical, Dental, Vision, H.S.A. effective Day 1 Life Insurance, LTD, STD PTO Purchase Summer Fridays